Financial Services Representative

2 days ago


Dodge City, Kansas, United States Edward Jones Full time
Transforming Lives through Financial Expertise

At Edward Jones, we're committed to delivering exceptional financial services to our clients. As a Registered Branch Associate, you'll play a vital role in building meaningful relationships with our clients, providing personalized investment solutions, and driving business growth.

Key Responsibilities:

⁠ Develop and maintain strong relationships with existing clients

⁠ Gather information and collect suitability information to open new accounts

⁠ Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation

⁠ Execute Financial Advisor solicited buy/sell orders and confirm with clients

⁠ Answer general client questions regarding Edward Jones Stock recommendations and withdrawals

⁠ Actively business plan and work as a team to continuously evaluate and execute branch strategies

⁠ Continually develop yourself to grow personally and professionally

Requirements:

⁠ High School Diploma/Equivalent required; Bachelor's degree preferred

⁠ 3-5 years of relevant experience in securities/financial services industry preferred

⁠ Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period

⁠ FINRA registrations are required within three months. State insurance licenses are also required

As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC

Complete required CE training to ensure license(s) are in good standing

About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 5001 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

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